Chicago Partners Investment Group’s Nuveen Preferred and Income Fund JPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,552
| Closed | -$172K | – | 718 |
|
|
2023
Q3 | $172K | Buy |
11,552
+17
| +0.1% | +$272 | 0.01% | 621 |
|
|
2023
Q2 | $188K | Sell |
11,535
-166
| -1% | -$2.64K | 0.01% | 644 |
|
|
2023
Q1 | $189K | Sell |
11,701
-390
| -3% | -$7.13K | 0.01% | 622 |
|
|
2022
Q4 | $236K | Buy |
12,091
+191
| +2% | +$3.4K | 0.01% | 546 |
|
|
2022
Q3 | $211K | Sell |
11,900
-932
| -7% | -$18.1K | 0.02% | 522 |
|
|
2022
Q2 | $260K | Buy |
12,832
+153
| +1% | +$3.05K | 0.02% | 471 |
|
|
2022
Q1 | $243K | Sell |
12,679
-12,287
| -49% | -$281K | 0.02% | 464 |
|
|
2021
Q4 | $576K | Buy |
24,966
+12,364
| +98% | +$305K | 0.04% | 307 |
|
|
2021
Q3 | $314K | Buy |
12,602
+177
| +1% | +$4.45K | 0.02% | 431 |
|
|
2021
Q2 | $310K | Sell |
12,425
-732
| -6% | -$18.1K | 0.02% | 414 |
|
|
2021
Q1 | $324K | Sell |
13,157
-411
| -3% | -$9.99K | 0.03% | 381 |
|
|
2020
Q4 | $330K | Sell |
13,568
-683
| -5% | -$16.1K | 0.03% | 348 |
|
|
2020
Q3 | $329K | Buy |
14,251
+131
| +0.9% | +$2.99K | 0.04% | 308 |
|
|
2020
Q2 | $319K | Buy |
14,120
+272
| +2% | +$5.8K | 0.04% | 279 |
|
|
2020
Q1 | $289K | Buy |
13,848
+164
| +1% | +$3.86K | 0.04% | 254 |
|
|
2019
Q4 | $339K | Buy |
13,684
+147
| +1% | +$3.64K | 0.04% | 260 |
|
|
2019
Q3 | $331K | Buy |
13,537
+147
| +1% | +$3.58K | 0.05% | 245 |
|
|
2019
Q2 | $323K | Buy |
13,390
+1,463
| +12% | +$34.4K | 0.05% | 245 |
|
|
2019
Q1 | $274K | Buy |
+11,927
| New | +$270K | 0.04% | 257 |
|
Chicago Partners Investment Group's JPT Position: Q4 2023 in Review
Chicago Partners Investment Group sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 11,552 shares — an estimated $172K sold.
Chicago Partners Investment Group first reported a position in JPT in Q1 2019 and held it in 19 quarters. The position peaked at $576K in Q4 2021. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.
- Chicago Partners Investment Group reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
- Chicago Partners Investment Group sold 11,552 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $172K.
- Chicago Partners Investment Group first reported a position in Nuveen Preferred and Income Fund in Q1 2019 and held it in 19 quarters.
- Chicago Partners Investment Group's Nuveen Preferred and Income Fund position peaked at $576K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.
Based on Chicago Partners Investment Group's 13F filing for Q4 2023, filed 23 Feb 2024.